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U.S. Building Products Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies50
  • 7D1.1%
  • 3M4.2%
  • 1Y8.6%
  • YTDn/a

The Building Products industry is up 1.1% in the last week, with Johnson Controls International up 2.9%. In the same time, Builders FirstSource was down 7.4%. This means that the industry has gained 8.6% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026US$382.0bUS$158.6bUS$11.8b20x32.4x2.4x
Fri, 20 Feb 2026US$429.8bUS$160.4bUS$12.1b22.5x35.5x2.7x
Sun, 18 Jan 2026US$385.3bUS$163.7bUS$11.6b21.9x33.3x2.4x
Tue, 16 Dec 2025US$369.6bUS$163.6bUS$11.3b19.8x32.8x2.3x
Thu, 13 Nov 2025US$378.5bUS$161.0bUS$11.1b18.4x34.1x2.4x
Sat, 11 Oct 2025US$383.9bUS$160.9bUS$12.6b21.5x30.5x2.4x
Mon, 08 Sep 2025US$399.6bUS$160.9bUS$12.5b22.7x31.9x2.5x
Wed, 06 Aug 2025US$398.4bUS$162.7bUS$13.9b21.1x28.6x2.4x
Fri, 04 Jul 2025US$405.3bUS$162.0bUS$13.8b21.1x29.3x2.5x
Sun, 01 Jun 2025US$394.8bUS$163.3bUS$14.0b21.4x28.2x2.4x
Tue, 29 Apr 2025US$353.4bUS$162.7bUS$13.4b19.8x26.4x2.2x
Thu, 27 Mar 2025US$372.9bUS$162.7bUS$13.4b20.1x27.8x2.3x
Sat, 22 Feb 2025US$374.9bUS$161.9bUS$13.8b20.3x27.1x2.3x
Mon, 20 Jan 2025US$407.0bUS$163.6bUS$14.3b20.8x28.4x2.5x
Wed, 18 Dec 2024US$419.1bUS$163.6bUS$14.3b21.9x29.3x2.6x
Fri, 15 Nov 2024US$431.0bUS$162.3bUS$14.3b22.1x30.1x2.7x
Sun, 13 Oct 2024US$428.7bUS$164.3bUS$16.4b23.5x26.1x2.6x
Tue, 10 Sep 2024US$375.9bUS$164.3bUS$16.4b20.4x22.9x2.3x
Thu, 08 Aug 2024US$364.7bUS$164.4bUS$16.4b19.8x22.2x2.2x
Sat, 06 Jul 2024US$361.3bUS$162.7bUS$14.3b19.4x25.3x2.2x
Mon, 03 Jun 2024US$376.3bUS$163.8bUS$14.3b20.8x26.2x2.3x
Wed, 01 May 2024US$369.9bUS$166.3bUS$14.7b21.2x25.2x2.2x
Fri, 29 Mar 2024US$376.6bUS$165.2bUS$14.7b24.4x25.6x2.3x
Sun, 25 Feb 2024US$353.2bUS$166.9bUS$14.8b23.2x23.9x2.1x
Tue, 23 Jan 2024US$336.8bUS$175.3bUS$14.8b19.8x22.8x1.9x
Thu, 21 Dec 2023US$328.5bUS$175.3bUS$14.8b20.1x22.2x1.9x
Sat, 18 Nov 2023US$293.9bUS$175.2bUS$15.0b17.2x19.6x1.7x
Mon, 16 Oct 2023US$264.8bUS$171.9bUS$14.8b16.9x17.9x1.5x
Wed, 13 Sep 2023US$288.8bUS$171.9bUS$14.8b17.6x19.5x1.7x
Fri, 11 Aug 2023US$290.3bUS$171.9bUS$14.8b17.4x19.6x1.7x
Sun, 09 Jul 2023US$276.2bUS$174.2bUS$15.2b16.3x18.1x1.6x
Tue, 06 Jun 2023US$253.0bUS$174.0bUS$15.2b14.5x16.6x1.5x
Thu, 04 May 2023US$244.5bUS$173.6bUS$15.1b14.9x16.2x1.4x
Sat, 01 Apr 2023US$246.5bUS$175.5bUS$16.6b13.8x14.8x1.4x
Price to Earnings Ratio

14.8x


Total Market Cap: US$246.5bTotal Earnings: US$16.6bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.4x which is higher than its 3-year average PE of 25.5x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-2.29%
Industrials-1.23%
Building1.06%
Building Products1.06%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JCI Johnson Controls InternationalUS$136.432.9%
+US$2.4b		61.8%PE43.7x
MOD Modine ManufacturingUS$228.5816.6%
+US$1.7b		145.2%PE123.2x
CARR Carrier GlobalUS$58.582.8%
+US$1.3b		-14.0%PE33.6x
TT Trane TechnologiesUS$430.081.1%
+US$1.0b		18.2%PE32.2x
AAON AAONUS$84.015.7%
+US$367.6m		-0.1%PE63.6x

Latest News

SSD
US$172.85
Simpson Manufacturing
7D
-2.8%
1Y
8.0%
LII
US$476.97
Lennox International
7D
-2.1%
1Y
-18.9%
CSW
US$266.59
CSW Industrials
7D
2.4%
1Y
-13.1%
TT
US$430.08
Trane Technologies
7D
1.1%
1Y
18.2%
FBIN
US$39.56
Fortune Brands Innovations
7D
-7.5%
1Y
-37.0%
WMS
US$136.57
Advanced Drainage Systems
7D
-2.3%
1Y
22.8%
AAON
US$84.01
AAON
7D
5.7%
1Y
-0.1%
MAS
US$60.37
Masco
7D
-2.2%
1Y
-14.2%
BLDR
US$83.94
Builders FirstSource
7D
-7.4%
1Y
-35.9%
JCI
US$136.43
Johnson Controls International
7D
2.9%
1Y
61.8%

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Support Upside

Analysts have lifted their Johnson Controls International price targets, with moves such as Morgan Stanley's increase to $140 and Melius Research's $148 target reflecting updated earnings estimates and a broader view that applied HVAC demand extends well beyond data centers. Analyst Commentary Bullish analysts are leaning into a more constructive view on Johnson Controls International, pointing to recent price target changes and rating shifts as signals of growing confidence in the story.
CSL
US$339.87
Carlisle Companies
7D
-1.4%
1Y
-2.7%
REZI
US$35.21
Resideo Technologies
7D
2.8%
1Y
90.6%

REZI: FY26 Earnings Framework And Execution Progress Will Drive Future Upside

Analysts have raised their price target on Resideo Technologies to $50 from $48, citing updated views on revenue growth, margins and future P/E assumptions after a "better than feared" Q4 report and FY26 outlook. Analyst Commentary Bullish analysts are reacting to the recent Q4 report and FY26 outlook by lifting expectations for Resideo Technologies, with some pointing to the updated earnings framework as support for a higher share valuation over time.
ZWS
US$45.47
Zurn Elkay Water Solutions
7D
0.5%
1Y
32.9%

ZWS: Raised Price Assumptions And Buybacks Will Support A More Constructive Outlook

Analysts have lifted their average price target on Zurn Elkay Water Solutions by a few dollars per share, citing recent Street research updates from firms including Oppenheimer, Stifel, RBC Capital, Goldman Sachs, and Baird. These updates reflect refreshed assumptions for discount rates, revenue growth, profit margins, and future P/E multiples.
MOD
US$228.58
Modine Manufacturing
7D
16.6%
1Y
145.2%

MOD: Data Center Cooling Execution And Margins Will Shape Future AI Upside

Analysts nudged their price target on Modine Manufacturing to $251.14, supported by research that highlights its role as a one stop shop for data center cooling and refrigeration solutions and references Street targets such as Roth Capital's $263 level, which is tied to expectations around data center growth and EBITDA margin expansion. Analyst Commentary Street research around Modine is clustered on the positive side, with several firms lifting price targets and one initiating with a Buy rating tied to the data center and refrigeration story.
AWI
US$165.60
Armstrong World Industries
7D
-2.7%
1Y
13.4%
CARR
US$58.58
Carrier Global
7D
2.8%
1Y
-14.0%

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.